The Multi Export/Replace Utility has been designed to export out a list of Customer Pricing/Promo Groups and, after modifications to the Pricing/Promo Groups, be imported back into the system to perform a bulk replacement.
The new Multi Export / Replace Utility can be found in the Toolbox Menu is accessible by the User Group as defined in Misc Configurations> User Group Authorisation > Multi Export/Replace Utility (this will default to the Administrator User Group).
Users will select a table (Customer Pricing Group/Promo Group) and then the mode (Export/ Import to Update). The file format is Tab Delimited with the first line being the header (columns are not case sensitive and can be in any order).
Pricing Group Columns:
- AccountNo (Mandatory on Import to Replace, and used to find the Customer)
- AccountName (Optional on Import to Replace, and ignored)
- PriceGroupPricingPriority (Optional on Import to Replace . P = Lowest Net Price, S = List Sequence. A blank value is ignored and will not update the Customer)
- PriceGroupID (Mandatory on Import to Replace, and used to find the Price Group)
- PriceGroupDescription (Optional on Import to Replace, and ignored)
- any other columns within the file will be ignored on Import to Replace
Promo Group Columns:
- AccountNo (Mandatory on Import to Replace, and used to find the Customer)
- AccountName (Optional on Import to Replace, and ignored)
- PromoGroupPricingPriority (Optional on Import to Replace . P = Lowest Net Price, S = List Sequence. A blank value is ignored and will not update the Customer)
- PromoGroupID (Mandatory on Import to Replace, and used to find the Promo Group)
- PromoGroupDescription (Optional on Import to Replace, and ignored)
- any other columns within the file will be ignored on Import to Replace
Note: A Customer can exist multiple times within the file however the Customer/Group combination can only exist once. Additionally the Group Sequence for the Customer will match the sequence in the file.
When performing an Export:
You will be presented with a Save As Dialogue to choose a Location and name for the file.
When performing an ‘Import to Replace’ :
You will need to select the location of the file and then the following Summary Screen will be displayed:
Please read for any Warning/ Errors. Errors will need to be addressed before you can continue. System locks will be performed to ensure there are no Users in any relevant parts of ACR once ‘Continue’ is pressed. The following message will be displayed:
If ‘Yes’ is selected you will then be prompted with a Save As Dialogue box to save a backup export copy. The system will then perform a replacement and a message will be shown to advise the file has been successfully processed.
Note: This tool is only available if your site is configured for Multi Customer Groups